See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $24,751 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,581 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,314 | $48,076+166.9% | $78,689+63.1% | $62,891+104.0% |
| Participation rate | 91.2% | 65.2%+26.0pp | 73.6%+17.6pp | 69.3%+21.9pp |
| Annual return | 8.89% | 31.35%-22.5pp | 62.18%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,880 | $2,015+142.2% | $2,851+71.2% | $2,281+114.0% |
| Participant deferral / active EE | $9,256 | $2,588+257.7% | $3,517+163.2% | $3,203+189.0% |
| Admin fee / account holder | $268 | $3,207-91.6% | $4,510-94.1% | $4,296-93.8% |